Starting Your Journey
The initial phase of the borrower journey is labeled as 'Starting Your Journey'. During this stage, the borrower will be sent an email containing instructions to set up their account and complete the mortgage application form. The email they receive will look like this:
Once the borrower has created their account, they can access their file on the borrower portal. Within this stage, they are provided with an informative video and other helpful resources.
When the mortgage application form is filled out by the borrower, the information will be populated into the Select Mortgage File section in the borrower portal.
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